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Steven Hansen Lind

Navigate Wealth Management, LLC

Birmingham, AL

Birmingham, AL

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Current Employers
Navigate Wealth Management, Llc

2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-12-17
  • AL RA
    APPROVED
    Since 2021-12-17

Branch Locations

1800 Providence Park Suite 250, Birmingham, AL 35242 • United States

2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lind Professional Corporation Birmingham AL 01/1995 Present
Stonebridge Advisors, Llc Birmingham AL 12/2017 Present
Navigate Wealth Management, Llc Birmingham AL 12/2021 12/2023
Navigate Wealth Management, Llc Birmingham AL 12/2023 Present
Previous Registrations
  • 2017-12-11 → 2022-01-31
    Stonebridge Advisors, Llc
    Birmingham, AL
  • 2012-02-13 → 2018-01-23
    Clark Financial Advisors
    Birmingham, AL
Other Businesses

LIND PC; SINCE 1995 OWNER/CPA; PROVIDE CPA SERVICES; APPROX 130 HRS/MO DURING TRADING HOURS.

Designations
Other Names
  • Steve Lind

View on SEC IAPD

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Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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